Beaumont Asset Management, L.L.C. Portfolio Holdings
Beaumont Asset Management, L.L.C.
- $156 Million
- Q2 2024
Beaumont Asset Management, L.L.C. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $156 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.8M, Vaneck Morningstar Wide Moat E with a value of $24.1M, Microsoft Corp with a value of $7.92M, Vanguard Value ETF with a value of $6.44M, and Alphabet Inc. with a value of $5.94M.
Examining the 13F form we can see an increase of $5.32M in the current position value, from $150M to 156M.
Below you can find more details about Beaumont Asset Management, L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$156 Million
ETFs: $103 Million
Technology: $17.7 Million
Financial Services: $7.93 Million
Communication Services: $6.51 Million
Industrials: $5.85 Million
Consumer Defensive: $4.48 Million
Consumer Cyclical: $4.35 Million
Healthcare: $3.96 Million
Other: $2.12 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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